Scott W. Krizner, ChFC

President/Owner, Financial Advisor

Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
Send an email

Request an appointment

Scott is a graduate of the University of Cincinnati with a Bachelor of Arts in Business Administration, Finance Concentration and has been in the financial services field since 1988.  He joined the firm in 1997, was made partner in January, 2006, and received the Chartered Financial Consultant (ChFC) designation in 2007 from the American College.  On June 3, 2010, Scott and Larry Baker agreed to terms on the sale of the business to Scott.  A Registered Representative with Cadaret Grant & Co., Inc. (Member FINRA/SIPC), he actively holds FINRA Series 7 and 63 securities licenses and a Life, Health, and Variable Annuity license.

Scott is a member of the prestigious Summit Study Group.  He is involved in the Kiwanis Club of Springfield, Ohio where he has served on the Board of Directors and as President.  Currently, Scott is serving on the Board of Directors for Trinity Lutheran Seminary in Bexley, Ohio.

Scott married Catherine, a graduate of Wittenberg University in September, 1988.  The couple has four daughters: Elizabeth, Anna, Rebecca, and Sarah.

Professional Memberships

Civic Activities

  • Kiwanis Club of Springfield, Ohio - member, Board of Directors, Past President
  • Greater Springfield Area Chamber of Commerce
  • Saint Paul Lutheran Church in Dayton (Vandalia), Ohio - member, Past President
  • Trinity Lutheran Seminary - Former Board of Directors
  • Northmont Future Lady Bolts Recreational League in Clayton, Ohio - Past Coach